FF

Finley Financial Portfolio holdings

AUM $216M
1-Year Est. Return 16.46%
This Quarter Est. Return
1 Year Est. Return
+16.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$19.6M
3
+$13.4M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$13.3M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$11.3M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 0.43%
2 Technology 0.37%
3 Communication Services 0.19%
4 Industrials 0.17%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$150K 0.08%
+4,117
77
$140K 0.07%
+1,830
78
$122K 0.06%
+2,700
79
$119K 0.06%
+405
80
$116K 0.06%
+1,330
81
$102K 0.05%
+361
82
$96.9K 0.05%
+730
83
$96.8K 0.05%
+1,050
84
$95.2K 0.05%
+194
85
$93.8K 0.05%
+1,008
86
$90.2K 0.05%
+1,040
87
$90.1K 0.05%
+675
88
$89.9K 0.05%
+1,745
89
$82.3K 0.04%
+903
90
$81K 0.04%
+2,420
91
$76.6K 0.04%
+3,220
92
$64.2K 0.03%
+150
93
$63.3K 0.03%
+400
94
$59.9K 0.03%
+640
95
$58.9K 0.03%
+870
96
$58.9K 0.03%
+145
97
$55.6K 0.03%
+609
98
$54.9K 0.03%
+1,005
99
$47.5K 0.02%
+1,668
100
$47K 0.02%
+4,725
1 2 3
4
5